Financial Services Representative- Full Training Provided

Northwestern Mutual; Toledo (OH); On-site; USD 62,000 - 790,000; Full time

Benefits offered by this job

Life and disability insurance

Health care and dependent care plans

Licensing & education reimbursement

Job summary

Northwestern Mutual Toledo is hiring a Financial Representative to build a local client base, educate clients on financial planning, and provide ongoing advisory services. You will work within a team environment, leveraging mentorship and an industry-leading training program to develop professional licensing and business skills.

The role emphasizes entrepreneurship, personal success, and community impact, with a strong focus on client relationships and customized financial plans.

Qualifications

• Must possess licensing in financial services and a track record of success.
• Strong communication and interpersonal skills are essential.
• Entrepreneurial drive with an interest in community impact and business development.

Responsibilities

• Grow your client base by building relationships and delivering a great client experience.
• Develop personalized, holistic financial plans tailored to each client’s needs.
• Manage and update client plans to help clients reach their goals.
• Grow relationships with clients to support them through life stages.

Skills

People skills

Communication

Entrepreneurial drive

Goal-oriented

Relationship building

Education

Licensing: Life/Accident & Health

SIE licensing

Series 6/7/63

Job description

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 164 years and has a proven track record of financial success.

Recent Awards and Accolades:

• Named "Top Places to Work in Toledo" in 2024, 2025 and 2026 by The Toledo Blade
• Top 100 FORTUNE: FORTUNE 97
• Unsurpassed Financial Strength with total company assets of $290 billion.
• 96% of policy owners stay year after year.
• $161 billion client assets held or managed by Northwestern Mutual.
• The largest direct provider of life insurance in the US.
• 4.6+ million total clients.
• Industry leader in total dividend payout with $6 billion.

A majority of our experienced hires are career changers from all industries, without any prior licensing and training!

Northwestern Mutual Toledo is seeking a Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a world-class company, and have a demonstrated interest in community impact and business.

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

• You know how to connect with people, building personal, trusted relationships.
• Financial planning is interesting to you.
• You’re a driven person who’s committed to succeeding.
• You’re ready to earn more for your hard work.
• You're ready to live the life you want, both personally and professionally.

THIS CAREER OFFERS YOU:

• The ability to positively impact someone else's life.
• Personalized mentoring and award-winning training.
• Backing by Northwestern Mutual, an industry leader with a proven track record of success.

Average vs Top 25%

Year 1 | $62,000 - $106,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

This career is primarily commission based but also includes stipends and bonuses to provide stability. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.

Beyond income, you'll also have access to a comprehensive benefits package:

• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Reimbursement for licensing and ongoing education
• Adoption assistance

A CAREER WITH ENDLESS OPPORTUNITIES

1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals such as opening an office, joining a sophisticated team, or becoming an advanced advisor.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to each client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.